Magnolia Wealth Management, LLC VNQ Holdings History
Magnolia Wealth Management, LLC's Vanguard Real Estate Index Fund ETF Holding Summary
As of 2025-03-31, Magnolia Wealth Management, LLC held 105,794.00 shares of Vanguard Real Estate Index Fund ETF(VNQ), totaling $9.58 Mil. This investment constitutes 6.87% of their stock portfolio, and Magnolia Wealth Management, LLC now holds 0.03% of the outstanding Vanguard Real Estate Index Fund ETF(VNQ) stock.
The initial trade took place in 2021Q4. And since then Magnolia Wealth Management, LLC has made 10 purchases of VNQ, at an average price of $92.54, for a total of 185,553.00 shares. In addition, there have been 2 sales at an average price of $82.65 for 79,759.00 shares. Based on historical transaction data and VNQ's current price of $89.94, Magnolia Wealth Management, LLC's estimated gain on his VNQ holdings is $-1.06 Mil, reflecting a -6.20% gain to date.
Magnolia Wealth Management, LLC VNQ ($89.94) Holding Chart
Magnolia Wealth Management, LLC VNQ ($89.94) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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